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Hedge Funds Similar to Moors & Cabot

13F Portfolio OverlapQ2 2026Moors & Cabot portfolio →
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Most similar hedge funds by 13F overlap

Moors & Cabot, Inc. is an institutional investor managing $2.6B across 961 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Moors & Cabot are EagleClaw Managment, PROMETHIUM ADVISORS, Atlas Wealth Partners, with shared positions in $TPL, $ETN, $TJX, $LB, $WMB, $GBTC. The full ranking of 25 similar funds is below.

#1EagleClaw Capital Managment, LLCPassive
Some overlap · 6 shared positions
$TPL$ETN$TJX$LB$WMB$GBTC
$745M
145 positions
#2PROMETHIUM ADVISORS,LLCPassive
Some overlap · 6 shared positions
$TPL$TJX$LB$EPD$PBT$EMR
$208M
122 positions
#3Atlas Wealth Partners, LLCActive
Some overlap · 5 shared positions
$TPL$LB$PBT$GBTC$PNC
$92M
64 positions
#4SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$TPL$TJX$LB$PBT
$3.0B
138 positions
#5MAD RIVER INVESTORSSmart money
Some overlap · 5 shared positions
$TPL$LB$PBT$GBTC$ETN
$268M
30 positions
#6NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$NEE$PEP
$324M
194 positions
#7One Charles Private Wealth Services, LLCPassive
Some overlap · 4 shared positions
$TPL$LB$EPD$GBTC
$434M
176 positions
#8HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TPL$LB$PBT$GBTC
$8.8B
351 positions
#9MSRH, LLC
Some overlap · 4 shared positions
$TPL$LB$PBT$GBTC
$113M
29 positions
#10PECAUT & CO.Active
Some overlap · 3 shared positions
$TPL$LB$URI
$328M
65 positions
#11MOR Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TPL$PBT$PNC$EMR
$251M
122 positions
#12COLLECTIVE FAMILY OFFICE LLCActive
Some overlap · 3 shared positions
$TPL$URI$ETN
$489M
161 positions
#13SANTA MONICA PARTNERS LPSmart money
Some overlap · 3 shared positions
$TPL$LB$GBTC
$185M
13 positions
#14SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$NEE$PEP
$205M
55 positions
#15Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$NEE$GBTC
$1.2B
297 positions
#16Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$TPL$EMR$WMB
$849M
165 positions
#17Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$TJX$PNC
$284M
73 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$TJX$LB
$102M
68 positions
#19Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$TJX$PNC
$1.1B
215 positions
#20BAHL & GAYNOR INCActive
Some overlap · 5 shared positions
$ETN$TJX$NEE$WMB$PNC
$21.7B
341 positions
#21FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ETN$TJX$NEE$EMR$PEP
$1.3B
159 positions
#22Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$ETN$URI$NEE$WMB$PEP
$125M
127 positions
#23SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$URI$NEE$PNC$EMR
$145M
43 positions
#24BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$TJX$URI$NEE$PNC$EMR
$171M
116 positions
#25Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$TJX$URI$NEE$PNC$EMR
$1.6B
1,462 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.